British Steel Pension Fund’s Westar Energy Inc WR Stock Holding History

British Steel Pension Fund’s Portfolio WR Stock Details WR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-410,000	Closed	-$23M	–	235
2016 Q2	$23M	Hold	410,000	–	–	3.2%	6
2016 Q1	$20.3M	Hold	410,000	–	–	2.05%	8
2015 Q4	$17.4M	Buy	+410,000	New	+$16.8M	1.75%	9
2015 Q2	$14M	Buy	410,000 +100,000	+32%	+$3.66M	1.34%	15
2015 Q1	$12M	Hold	310,000	–	–	1.16%	20
2014 Q4	$12.8M	Hold	310,000	–	–	1.23%	15
2014 Q3	$10.6M	Hold	310,000	–	–	1.06%	22
2014 Q2	$11.8M	Buy	310,000 +100,000	+48%	+$3.58M	1.12%	22
2014 Q1	$7.38M	Buy	+210,000	New	+$7.07M	0.74%	34

Other funds holding WR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

British Steel Pension Fund's WR Position: Q3 2016 in Review

British Steel Pension Fund sold out of Westar Energy Inc (WR) in Q3 2016, closing a stake of 410,000 shares — an estimated $23M sold.

British Steel Pension Fund first reported a position in WR in Q1 2014 and held it in 9 quarters. The position peaked at $23M in Q2 2016. 386 funds tracked by Wall St. Rank hold WR as of Q3 2016.

British Steel Pension Fund reported no remaining Westar Energy Inc position as of Q3 2016 after selling out during the quarter.
British Steel Pension Fund sold 410,000 Westar Energy Inc shares in Q3 2016, an estimated $23M.
British Steel Pension Fund first reported a position in Westar Energy Inc in Q1 2014 and held it in 9 quarters.
British Steel Pension Fund's Westar Energy Inc position peaked at $23M in Q2 2016.
386 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on British Steel Pension Fund's 13F filing for Q3 2016, filed 26 Oct 2016.